Filed June 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS9 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $83,236 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,098 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,421 | $89,067-32.2% | $102,423-41.0% | $77,714-22.3% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+24.9pp |
| Annual return | 11.78% | 25.01%-13.2pp | 29.42%-17.6pp | 31.26%-19.5pp |
| Employer contribution / active EE | $966 | $2,699-64.2% | $3,023-68.0% | $2,727-64.6% |
| Participant deferral / active EE | $4,720 | $5,147-8.3% | $5,054-6.6% | $4,649+1.5% |
| Admin fee / account holder | $142 | $236-40.0% | $9,455-98.5% | $433-67.3% |